Private Client Portfolio Management
Goodwood manages segregated accounts for private individual investors, institutional investors including, pensions, foundations endowments and personalized segregated accounts for private individual investors.
Our team is committed to meeting the needs of our clients. We start our process with an in-depth discussion about your goals, investment objectives, risk tolerance, tax situation and liquidity needs. We customize solutions tailored to your unique requirements with a focus on growing and preserving your capital over the long-term.
Advantages of a Segregated Account
Partners
Goodwood has partnered with high quality service providers to ensure an institutional level of compliance. National Bank (NBIN Inc.) is our preferred custodian, responsible for records and safekeeping of clients’ assets and provides quarterly statements, annual T5 and T3 statements and annual trading and investment income summaries. Goodwood is a member of the Canadian Investor Protection Fund, Investment Industry Regulatory Organization of Canada, Investment Industry Association of Canada and Alternative Investment Management Association (UK).
Proven Results
Goodwood has partnered with high quality service providers to ensure an institutional level of compliance. National Bank (NBIN Inc.) is our preferred custodian, responsible for records and safekeeping of clients’ assets and provides quarterly statements, annual T5 and T3 statements and annual trading and investment income summaries. Goodwood is a member of the Canadian Investor Protection Fund, Investment Industry Regulatory Organization of Canada, Investment Industry Association of Canada and Alternative Investment Management Association (UK).
Institutional Fund Managers
Goodwood has corporate credit experience that is not easily replicated or offered elsewhere in the Canadian market. Our ability to access the institutional capital markets is utilized to provide personalized portfolios to private individual investors.
Alignment
Goodwood is independent and unbiased; we are not limited to ‘banking products’, we are committed to aligned interest with our investors by investing our own capital alongside that of our clients.
Clear, Concise Reporting
Goodwood communicates often with our clients through quarterly and annual reports and other formats as we understand the vast majority of our clients are not investment experts. We subscribe to the notion that an informed investor is a good investor.
Executive Investment Summary
Our investment objective is to maximize total return in any interest-rate and credit spread environments by investing in a diverse portfolio of corporate debt and high dividend equities of good businesses that generate interest and dividend income. Our approach is focused on the preservation of capital through extensive and rigorous investment analysis on a position and portfolio basis.